Barry Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.8M | Buy |
229,559
+74,568
| +48% | +$6.13M | 3.94% | 8 |
|
|
2026
Q1 | $12.8M | Buy |
154,991
+24,949
| +19% | +$2.07M | 2.82% | 11 |
|
|
2025
Q4 | $10.8M | Buy |
130,042
+100,989
| +348% | +$8.37M | 2.4% | 11 |
|
|
2025
Q3 | $2.41M | Buy |
29,053
+9,491
| +49% | +$785K | 0.55% | 34 |
|
|
2025
Q2 | $1.62M | Buy |
19,562
+7,269
| +59% | +$600K | 0.4% | 42 |
|
|
2025
Q1 | $1.02M | Sell |
12,293
-6,201
| -34% | -$510K | 0.27% | 47 |
|
|
2024
Q4 | $1.52M | Buy |
18,494
+1,503
| +9% | +$124K | 0.49% | 37 |
|
|
2024
Q3 | $1.41M | Buy |
16,991
+4,535
| +36% | +$374K | 0.43% | 38 |
|
|
2024
Q2 | $1.02M | Buy |
12,456
+1,382
| +12% | +$112K | 0.34% | 45 |
|
|
2024
Q1 | $906K | Buy |
11,074
+5,964
| +117% | +$488K | 0.3% | 46 |
|
|
2023
Q4 | $419K | Sell |
5,110
-1,837
| -26% | -$149K | 0.14% | 70 |
|
|
2023
Q3 | $563K | Sell |
6,947
-4,781
| -41% | -$387K | 0.2% | 63 |
|
|
2023
Q2 | $951K | Sell |
11,728
-1,234
| -10% | -$101K | 0.32% | 49 |
|
|
2023
Q1 | $1.06M | Sell |
12,962
-3,558
| -22% | -$290K | 0.35% | 43 |
|
|
2022
Q4 | $1.34M | Sell |
16,520
-34,676
| -68% | -$2.81M | 0.42% | 42 |
|
|
2022
Q3 | $4.16M | Sell |
51,196
-29,397
| -36% | -$2.42M | 1.42% | 26 |
|
|
2022
Q2 | $6.67M | Sell |
80,593
-13,478
| -14% | -$1.12M | 2% | 21 |
|
|
2022
Q1 | $7.84M | Sell |
94,071
-43,978
| -32% | -$3.72M | 2.08% | 20 |
|
|
2021
Q4 | $11.8M | Sell |
138,049
-40,230
| -23% | -$3.45M | 3.11% | 9 |
|
|
2021
Q3 | $15.4M | Sell |
178,279
-46,826
| -21% | -$4.04M | 4.25% | 5 |
|
|
2021
Q2 | $19.4M | Sell |
225,105
-45,323
| -17% | -$3.91M | 5.19% | 4 |
|
|
2021
Q1 | $23.3M | Sell |
270,428
-26,821
| -9% | -$2.32M | 6.42% | 3 |
|
|
2020
Q4 | $25.7M | Buy |
297,249
+1,289
| +0.4% | +$111K | 7.58% | 2 |
|
|
2020
Q3 | $25.6M | Sell |
295,960
-792
| -0.3% | -$68.5K | 8.79% | 2 |
|
|
2020
Q2 | $25.7M | Sell |
296,752
-4,405
| -1% | -$382K | 9.1% | 2 |
|
|
2020
Q1 | $26.1M | Buy |
301,157
+2,426
| +0.8% | +$207K | 12.93% | 1 |
|
|
2019
Q4 | $25.3M | Sell |
298,731
-1,302
| -0.4% | -$110K | 8.87% | 2 |
|
|
2019
Q3 | $25.4M | Buy |
300,033
+295,121
| +6,008% | +$25M | 9.19% | 2 |
|
|
2019
Q2 | $416K | Sell |
4,912
-43
| -0.9% | -$3.62K | 0.14% | 48 |
|
|
2019
Q1 | $417K | Sell |
4,955
-159
| -3% | -$13.3K | 0.13% | 50 |
|
|
2018
Q4 | $428K | Buy |
5,114
+18
| +0.4% | +$1.5K | 0.16% | 51 |
|
|
2018
Q3 | $423K | Buy |
5,096
+18
| +0.4% | +$1.5K | 0.14% | 45 |
|
|
2018
Q2 | $423K | Sell |
5,078
-1,885
| -27% | -$157K | 0.16% | 47 |
|
|
2018
Q1 | $582K | Buy |
6,963
+2,231
| +47% | +$186K | 0.22% | 45 |
|
|
2017
Q4 | $397K | Buy |
+4,732
| New | +$398K | 0.15% | 51 |
|
Other funds holding SHY
Barry Investment Advisors's SHY Position: Q2 2026 in Review
Barry Investment Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 48% in Q2 2026, buying an estimated $6.13M and bringing the position to 229,559 shares worth $18.8M. The position accounts for 3.94% of the portfolio, ranked #8.
Barry Investment Advisors first reported a position in SHY in Q4 2017 and has held it in 35 quarters since. The position peaked at $26.1M in Q1 2020. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.
- Barry Investment Advisors held 229,559 shares of iShares 1-3 Year Treasury Bond ETF worth $18.8M as of Q2 2026.
- Barry Investment Advisors bought 74,568 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.13M.
- iShares 1-3 Year Treasury Bond ETF made up 3.94% of Barry Investment Advisors's portfolio in Q2 2026, its #8 holding.
- Barry Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 35 quarters since.
- Barry Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $26.1M in Q1 2020.
- 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.
Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.